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Entering the Originate-To-Distribute era: Exploring commercial lending and portfolio diversification
The shift toward the originate-to-distribute approach impacts financial institutions by altering risk management strategies and enabling broader allocation of commercial loan asset...
Read Full Article →Raymond James Ltd invests in wealth management platform FNZ
Raymond James Ltd. has partnered with a leading global platform provider to enhance its wealth management services, potentially increasing operational efficiency and client asset g...
Read Full Article →WealthTech Conquest Planning raises $80 million
Conquest Planning secured $80 million in growth capital from prominent venture investors associated with leading US banks to support the expansion of its wealth advisory services f...
Read Full Article →Sponsor's message: [New Report] The Future of Payments in Major Global Markets: A Mid-Decade Review[...
The recent analysis highlights key trends and developments shaping payment systems worldwide, offering valuable insights into economic shifts and investment opportunities within ma...
Read Full Article →Arab Bank Switzerland to launch yield-bearing bitcoin product wor HNW clients
Arab Bank Switzerland’s new collaboration with XBTO aims to introduce a Bitcoin investment option designed to generate income, potentially enhancing portfolio diversification for h...
Read Full Article →Mambu and Light frame collaborate on core banking package for wealth management
The partnership between Mambu and Light Frame is expected to enhance operational efficiency and drive revenue growth by delivering an advanced banking platform designed to meet the...
Read Full Article →Zocks and eMoney Advisor integrate
The integration between Zocks and eMoney Advisor enhances financial professionals' ability to efficiently analyze client interactions, potentially improving decision-making and opt...
Read Full Article →Webull UK partners with Upvest to offer UK stocks and ETFs
The collaboration between Webull UK and Upvest enhances access to UK stocks and ETFs, potentially expanding investment opportunities and increasing market participation for retail...
Read Full Article →PitchBook: AI disruption rises, VC optimism cools in H1 2025
Venture capital investors are reallocating funds and modifying investment strategies amid evolving technological landscapes and global political challenges, reflecting a cautious a...
Read Full Article →Datasite acquires Grata
The acquisition of Grata is expected to enhance Datasite’s private market intelligence capabilities while supporting CapVest’s plan to invest $500 million to grow the company’s AI-...
Read Full Article →3iQ and Criptonite AM launch data-driven digital asset strategy on SIX
3iQ Corp and Criptonite Asset Management have introduced a new investment strategy focused on leveraging data analytics within the digital asset market, aiming to attract qualified...
Read Full Article →FundApps integrates with BlackRock's Aladdin platform
The collaboration between FundApps and BlackRock aims to enhance compliance capabilities within investment management, potentially improving regulatory oversight and operational ef...
Read Full Article →IG debuts crypto investing for UK retail clients
By introducing cryptocurrency trading to individual investors in the UK, IG potentially expands its market reach and diversifies its revenue streams within the growing digital asse...
Read Full Article →Scalable Capital raises €155 million
Scalable Capital secured substantial new funding through an equity round, enhancing its capacity to expand digital investment services and strengthen its position in the online bro...
Read Full Article →Fintechs enter new stage of profitability - report
The global financial technology sector is experiencing increased earnings and expansion, highlighting a shift toward sustainable growth and the development of larger, more financia...
Read Full Article →Sidekick and PlannerPal win Pimfa WealthTech AI tech sprint
The victory of Sidekick and PlannerPal highlights their innovative use of artificial intelligence to improve efficiency throughout wealth management operations, potentially driving...
Read Full Article →Citizens Bank of Edmond signs with InvestiFi
The collaboration between Citizens Bank of Edmond and InvestiFi aims to enhance digital investment options for customers, potentially increasing user engagement and generating addi...
Read Full Article →Smarter Debt Collection Strategies: How Human and AI Collaboration is Transforming the Future of Col
Integrating artificial intelligence with human expertise in debt recovery processes enhances efficiency and accuracy, potentially increasing recovery rates and positively impacting...
Read Full Article →Mena wealth platform Vault opens to the general public
Vault Wealth Limited’s public launch, supported by major investors including Peak XV Partners and Outliers VC, marks a significant step in expanding digital wealth management optio...
Read Full Article →Mena wealth platform Vault goes live
Vault Wealth Limited’s public debut introduces a new digital service aimed at affluent clients in MENA, backed by significant funding that highlights growing investor confidence in...
Read Full Article →Sponsor's message: [Webinar] Entering the OTD era: Why Originate-To-Distribute Models are key to Por...
The shift toward originate-to-distribute frameworks plays a crucial role in spreading investment risk and enhancing the variety of assets within financial portfolios.
Read Full Article →Whiteoak chooses Lab Gropup to digitise customer onboarding
The collaboration between Whiteoak and LAB Group aims to enhance investor onboarding efficiency and streamline customer lifecycle management, potentially leading to cost savings an...
Read Full Article →Robinhood Legend arrives in the UK
The introduction of this advanced trading platform to UK users provides active traders with enhanced tools and features, potentially influencing market participation and trading ac...
Read Full Article →River Valley Credit Union chooses InvestiFi for investing in cryptocurrency and securities
River Valley Credit Union's collaboration with InvestiFi allows members to seamlessly access cryptocurrency and securities investments directly through their checking accounts, enh...
Read Full Article →Amplify adds Schwab's Mark Fischer COO
The appointment of Mark Fischer as chief operations officer is expected to enhance Amplify's operational capabilities, supporting the company's sustained expansion and increasing c...
Read Full Article →Apex acquires majority stake in tokenisation firm
By obtaining a controlling interest in the Luxembourg-based company, Apex Group aims to expand its presence and influence within the emerging digital asset tokenisation sector.
Read Full Article →EToro introduces recurring investments feature
By allowing automated periodic contributions, the new feature on the trading platform aims to help investors build wealth steadily over time across multiple regions.
Read Full Article →Seccl receives further investment from Octopus; commences search for new CEO
Seccl’s recent funding boost from Octopus is expected to support its growth plans and leadership restructuring, highlighting a strategic move to enhance its position in the investm...
Read Full Article →Deep Dive: Robinhood’s Full-Stack Fintech Transformation
Robinhood’s recent announcement highlights its comprehensive shift toward an integrated financial technology platform, aiming to enhance user experience and potentially increase it...
Read Full Article →FNZ welcomes Cornelia Coman as group head of Europe and Tom Chard as head of growth
The addition of Cornelia Coman and Tom Chard to FNZ’s executive team reflects the company’s strategic focus on expanding its presence and driving future financial performance acros...
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